Cypress Point Capital Management, LLC

Cypress Point Capital Management, LLC (CRD# 154949) is a financial advisory firm headquartered in San Francisco, CA. They manage $125,212,713 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $31,303,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cypress Point Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frederick P. Bruenner
CRD#: 3215421
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
90
Wealthminder
score

Frederick Bruenner (CRD# 3215421) is an Investment Advisor Representative working at Cypress Point Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Timothy T. McDowell
CRD#: 3095193
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
89
Wealthminder
score

Timothy McDowell (CRD# 3095193) is an Investment Advisor Representative working at Cypress Point Capital Management, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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